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Why I invest with Wealthsmple? A sneak peek at my diversified investment portfolio
 
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In this video I introduce one of the main investing tools that I use, Wealthsimple. I share with you the top 5 reasons why I have chosen to invest in low cost Exchange Traded Funds (ETFs) through Wealthsimple and have a diversified investment portfolio. I also share a sneak peek at my personal portfolio and how it has performed since inception. Wealthsimple Inc. is a Canadian online investment firm founded in September 2014 in Toronto. It allows you to invest your money in a globally diversified portfolio of low-cost index funds, through a cutting-edge technology that helps you earn the best possible return, while optimizing your tax bill. They offer complementary services like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were traditional only available to the ultra rich people. You can get $10,000 of funds managed for free for one year here: https://wealthsimple.com/invite/Mostafa Wealthsimple offers different types of accounts in Canada including the Registerred Retirement Savings Plan (RRSP), TFSA, Personal Savings, Registered Education Savings Plan (RESP), Registered Retirement Income Fund (RRIF), Locked-In Retirement Account (LIRA), or even Joint and Corporate account As always, I'd love to hear from you.Have you invested in an Exchange Traded Fund before? Do you manage your investments yourself or do you use the services of a professional financial advisor? Thank you for watching!
What's Diversification? | Fidelity
 
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This video can help you learn more about diversifying your portfolio to become a smarter investor. To learn more about diversification, visit: https://www.fidelity.com/mymoney/amateurs-guide-diversification To watch more videos for beginner investors, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiL041acBKlWMsu2P-FndXji To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------- When you invest in a stock, you are taking a risk that the value may go down rather than up. OK, we get it. Investing can be risky. One way to manage that risk is to educate yourself on basic concepts, like asset allocation and diversification. Asset Allocation is simply financial lingo for how you distribute your money across types of investments. It’s like the strategic decision of which baskets to put your eggs in and how many eggs to put into each. The different baskets are called asset classes. To help you decide where to put your eggs, ask yourself three questions: 1. How much time do you have before you need to use your money? 2. How comfortable are you with risk? 3. How does your current financial situation look? Diversification is about strategically putting the right mix of different eggs in each of your baskets. The key is that you shouldn’t invest all your money in one company, one industry, one country, one ANYTHING. Ideally, you want your investments to be negatively correlated, so when one is going down, another is going up. Here are some typical ways smart investors diversify their portfolio: • Invest in companies in different countries • Own stock in small AND large companies • Invest in companies in a variety of industries There are some downsides to diversification. If one of your investments does very well, you won’t make as much as if it was your only investment. But consider the inverse: if you owned only one stock, and the company went out of business, you would lose more money than if you had spread your money across different investments. Diversification won’t eliminate risk. But it's a smart way to manage risk while still giving you a chance to build your portfolio. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 741646.2.0
Views: 130461 Fidelity Investments
Diversified Investment
 
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Mutual Fund Diversification strategy to lower the risk.
HOW to BUILD a DIVERSIFIED STOCK PORTFOLIO | AGGRESSIVE
 
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How do you build a stock market portfolio for investing in the stock market in 2018. Your risk tolerance, age and investing capital will be used in our model portfolio solutions program which allows anyone to align their specific investment needs with the many products available to the investor depending on their desire to invest passively in the stock market or with a completely stock portfolio or somewhere in between with a mix of both. No two portfolio's are or need to be the same but there is one that is right for everyone. Make #money by #investing in and #buying #stocks on the #stock #market. My strategy of #Self #Directed Investing helps new #investors #invest hard earned #retirement #dollars and eliminate the impact of fee based services and tax implication. #Compounding interest calculator and fee comparison tool: http://www.tradingacademy.com/resources/calculators/compare-investment-fees.aspx ----The following equipment was used to produce this video---- Camera: http://amzn.to/2r4PWKX (Hero 4)(Old videos) Camera: http://amzn.to/2sc4Alk (Hero 5)(New videos) Tripod: http://amzn.to/2sceOlG Lighting: http://amzn.to/2rxXE1G Desk: http://amzn.to/2sc0s4K Microphone: http://amzn.to/2sLGTgz Citizen Watch: http://amzn.to/2s5LAny Top 5 Investing Books and Videos: "Becoming Warren Buffet": http://amzn.to/2g616t1 "America 20/20" by Stansberry Res.: http://amzn.to/2fGXWLr "Unshakeable" by Tony Robbins: http://amzn.to/2kihGul "Real Money" by Jim Cramer: http://amzn.to/2xOQzdn "The Intelligent Investor": http://amzn.to/2xbQMdn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. One singular mission: Share with every viewer the best kept secret in the Financial Wold! It's a secret that money managers don't want you to know about. Here it is: You can own/trade individual stocks, #etf's, own #index funds and limited partnerships or bond funds all within your roth ira account! The secret is in the type of account you need to start. The self directed account. You will not hear this from your financial planner. This relatively new service is available to anyone who opts to take charge of their own financial future and can do so by starting a self-managed Roth IRA. Any roth account will provide tax shelter and allow for contributions and earnings to be withdrawn at age 59.5 years old. However, only a self-managed account can maximize profits through wealth preservation by eliminating fees charged to traditional investment accounts. Cumulative growth, dividend re-investment and compounding interest can all work to maximum potential for you free of the damaging effect of fees from traditional managed account types. It's an exciting time to be an independent investor. Accelerate your returns by building a passive or active portfolio using my 22 years of experience and foundational approaches that are easy to understand and take little to no experience. Just a little initiative will result in stepping into a whole new world of accelerated profits and financial security for you, and your family. No too accounts are the same. Investment tolerances differ. That makes it even more important for you to pay attention to and learn some of the basic terminology, potentials, account types and use them to align your specific financial plan with your financial future. See what it's like to become an Independent Investor. It may be the most financially liberating move you could ever make in your life!
Views: 1205 Independent Investor
Diversified Business Services
 
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Weatherbie Capital, an Alger subsidiary, classifies stocks based on Dynamic Growth Areas. In this Alger On the Record, watch Alan Kirby explain how Weatherbie chooses quality stocks to invest in. Weatherbie Capital uses a proprietary classification system to classify meaningful sections of the U.S. stock market. These labels are used to diversify the holdings in their focused portfolio. Read more about the many quality criteria taken into account when Weatherbie chooses stocks: https://www.alger.com/Pages/Page.aspx?pageLabel=WeatherbieCapital
Views: 12 Alger
Diversified investment - less risk
 
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Manifest Investments can be justifiably proud of their journey and achievements in the past 22 years. However, their mission is to scale greater heights in the field of financial advisory services be delivering top-notch advice and products to a growing clientele. http://www.manifestinvestments.co.in
Views: 0 Corporate Videos
IFC will inject a 3.55 billion shilling investment into diversified financial services gr
 
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The International Finance Corporation IFC will inject a 3.55 billion shilling investment into diversified financial services group Britam after shareholders approved the deal at an extraordinary general meeting or E-G-M held in Nairobi. At the E-G-M, Britam shareholders approved the acquisition of a 10.37 per cent stake in the company by the investment arm of the World Bank, in a deal that will see the IFC gain representation on the Britam board. As a result of the acquisition, the issued share of capital of Britam will increase by 11.6 per cent, while current shareholding will be diluted by 10.37 per cent. SUBSCRIBE to our YouTube channel for more great videos: https://www.youtube.com/KTNkenya Follow us on Twitter: https://twitter.com/KTNNews Like us on Facebook: https://www.facebook.com/KTNNewsKenya For more great content go to http://www.standardmedia.co.ke/ktnnews and download our apps: http://std.co.ke/apps/#android KTN News is a leading 24-hour TV channel in Eastern Africa with its headquarters located along Mombasa Road, at Standard Group Centre. This is the most authoritative news channel in Kenya and beyond.
Views: 169 KTN News Kenya
What is Diversification   How to Build a Diversified Portfolio
 
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The goal of great portfolio diversification is to spread the risk of your individual investments. ★☆★ Subscribe: ★☆★ https://goo.gl/qkRHDf Investing Basics Playlist https://goo.gl/ky7CJq Investing Books I like: The Intelligent Investor - https://amzn.to/2PVhfEL Common Stocks & Uncommon Profits - https://amzn.to/2DAV8h9 Understanding Options - https://amzn.to/2T9gFSp Little Book of Common Sense Investing - https://amzn.to/2DfFGG2 How to Value Exchange-Traded Funds - https://amzn.to/2PWSkRg A Great Book on Building Wealth - https://amzn.to/2T8AKZ1 Dale Carnegie - https://amzn.to/2DDAk8w Effective Speaking - https://amzn.to/2DBncAT Equipment I Use: Microphone - https://amzn.to/2T7JxL6 Video Editing Software - https://amzn.to/2RQM1vE Thumbnail Editing Software - https://amzn.to/2qIUAgP Laptop - https://amzn.to/2T4xA8Z DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment. #LearnToInvest #StocksToWatch #StockMarket
Views: 535 Learn to Invest
Financial Freedom, Hedge Against Inflation and Diversified Investments
 
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https://passiveincomeadvisors.clickfunnels.com/free-guide offers services in Real estate transactions, investment tips, Ideas, mentors, Business Services, diversified and Hedge against Inflation. Help us caption & translate this video! https://amara.org/v/dYRe/
Views: 23 Ravi Bhatia
Diversified your Investment in Different Class #Mutual Fund..!!
 
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Diversified your Investment for differnt time horizon.. Don't Invest Blindly..!! ▪For Emergency Fund - #LiquidFund ▪For 1Year Period - #DebtFund ▪For 2 to 3 Years - #BalancedFund ▪For 3year & More - #DiversifiedEquityFund Do Proper Financial Planning..!! #MutualFundSahiHai #AdvisoryZaruriHai Now Open Free Investment Account without any Transaction Charges , Click on👇 https://tinyurl.com/y7wwcl47 Sunshine Financial Services 90 7676 9090 *Mutual Fund Investment are subject to market risk read an offer documents carefully before investing
International investing: Why market timing doesn't work- Vanguard
 
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Without a crystal ball, timing the markets successfully is almost impossible—even for the professionals. Chris Philips of Vanguard's Investment Strategy Group and Beth Orford of Vanguard Flagship Services® explain why holding a long-term, broadly diversified investment portfolio can be a better option. Watch the full replay » Other excerpts from this webcast: Why you should consider international investing What are developed, emerging, and frontier markets? Notes: All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss. For more information about Vanguard funds, visit Funds, Stocks & ETFs or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing. © 2013 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Views: 5162 Vanguard
Diversified Investments For Long Term Passive Income and Capital Growth  Watch the Video!
 
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How Do I Earn $ 250 Daily Online. I Sharing My Schemes: https://bit.ly/2wYB0TB Our channel specializes in the publication of guides on the creation of passive sources of income, and rapid online earnings, to help in building financial freedom, using a collection of strong opinions of leaders in this field.
Views: 2 Make Money Fast
Key Things to Know about Fixed Income ETFs | Fidelity
 
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Find out more about exchange-traded funds with us at the https://www.fidelity.com/learning-center/investment-products/etf/overview To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------------ Fixed income can be a critical part of nearly every well-diversified portfolio. Used correctly, fixed income can add diversification and a steady source of income to any investor’s portfolio. But how do you choose the right fixed-income ETF? The key to choosing the right fixed-income ETF lies in what it actually holds. U.S. bonds or international bonds? Government securities or corporate debt? Bonds that come due in two years or 20 years? Each decision determines the level of risk you’re taking and the potential return. There are many types of risks to consider with bond investing. Let’s talk more about two in particular: Credit risk and Interest-rate risk. Determining the level of credit risk you want to assume is an important first step when choosing a fixed-income ETF. Do you want an ETF that only holds conservative bonds—like bonds issued by the U.S. Treasury? Or do you want one holding riskier corporate debt? The latter may pay you a higher interest rate, but if the company issuing the bond goes bankrupt, you’ll lose out. ETFs cover the full range of available credit. Look carefully at the credit quality composition of the ETFs underlying holdings, and don’t be lured in by promises of high yields unless you understand the risks. Bonds are funny. Intuitively, you would assume that higher interest rates are good for bondholders, as they can reinvest bond income at higher prevailing interest rates. But rising interest rates may be bad news, at least in the short term. Imagine that the government issues a 10-year bond paying an interest rate of 2%. But shortly thereafter, the U.S. Federal Reserve hikes interest rates. Now, if the government wants to issue a new 10-year bond, it has to pay 3% a year in interest. No one is going to pay the same amount for the 2% bond as the 3% bond; instead, the price of the 2% bond will have to fall to make its yield as attractive as the new, higher-yielding security. That’s how bonds work, like a seesaw: As yields rise, prices fall and vice versa. Another important measure to consider when looking at interest rate risk is duration which helps to approximate the degree of price sensitivity of a bond to changes in interest rates. The longer the duration, the more any change in interest rates will affect your investment. Conversely, the shorter the duration, the less any change in interest rates will affect your investment. Let’s review a few other considerations when looking at fixed income ETFs. First, expense ratios: Because your expected return in a bond ETF is lower than in most stock ETFs, expenses take on extra importance. Generally speaking, the lower the fees, the better. Second, tracking difference: It can be harder to run a bond index fund than an equity fund, so you may see significant variation between the fund’s performance and the index’s returns. Try to seek out funds with low levels of tracking difference, meaning they track their index well. Finally, some bonds can be illiquid. As a result, it’s extra important to look out for bond ETFs with good trading volumes and tight spreads. There are other factors to watch for too, but these are the basics. ETFs can be a great tool for accessing the bond space, but as with anything, it pays to know what you’re buying before you make the leap. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723251.2.0
Views: 64112 Fidelity Investments
Alternative Investments Explained
 
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Why do alternative assets matter? Watch how the power of alternative investments can generate strong returns, then visit blueskyfunds.com.au. Blue Sky Alternative Investments Limited is an Australian-based diversified alternative asset manager specialising in four asset classes: Private Equity, Private Real Estate, Hedge Funds and Real Assets. Visit blueskyfunds.com.au to find out more.
How to Make Sure Your Investments Are Diversified Properly
 
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http://www.CapitalGaynes.com (770) 353-6350 Get Whiteboard Animated Videos like this one for your business here: http://www.jilladdison.com/get-monthly-videos-for-a-low-monthly-rate We like to think of a sound and diversified investment portfolio as a "baseball team." You need all nine players...outfield, infield, a catcher and a pitcher. Would you play a game without all nine players? Your investment "baseball team" consists of large, medium and small companies. U.S. and international companies, growth and value companies, and bonds and cash. How you position your "players" depends on your time frame and your tolerance for volatility. Each investor's "baseball team" will be positioned differently, but every great team is made up of the same, quality players. Create a solid financial plan for your life with an independent LPL financial planner at Gaynes Financial Services. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. http://youtu.be/hNXJvJxKlWQ
Views: 2 Gaynes Financial
HOW to BUILD a DIVERSIFIED STOCK PORTFOLIO | BASIC
 
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This is the introduction to basic stock market investing and portfolio building 101 for all investors no matter your age, ability, or investment capital an investment strategy is available for you based on factors such as risk tolerance level and the amount of money you have to invest. Make #money by #investing in and #buying #stocks on the #stock #market. My strategy of #Self #Directed Investing helps new #investors #invest hard earned #retirement #dollars and eliminate the impact of fee based services and tax implication. #Compounding interest calculator and fee comparison tool: http://www.tradingacademy.com/resources/calculators/compare-investment-fees.aspx ----The following equipment was used to produce this video---- Camera: http://amzn.to/2r4PWKX (Hero 4)(Old videos) Camera: http://amzn.to/2sc4Alk (Hero 5)(New videos) Tripod: http://amzn.to/2sceOlG Lighting: http://amzn.to/2rxXE1G Desk: http://amzn.to/2sc0s4K Microphone: http://amzn.to/2sLGTgz Citizen Watch: http://amzn.to/2s5LAny Top 5 Investing Books and Videos: "Becoming Warren Buffet": http://amzn.to/2g616t1 "America 20/20" by Stansberry Res.: http://amzn.to/2fGXWLr "Unshakeable" by Tony Robbins: http://amzn.to/2kihGul "Real Money" by Jim Cramer: http://amzn.to/2xOQzdn "The Intelligent Investor": http://amzn.to/2xbQMdn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. One singular mission: Share with every viewer the best kept secret in the Financial Wold! It's a secret that money managers don't want you to know about. Here it is: You can own/trade individual stocks, #etf's, own #index funds and limited partnerships or bond funds all within your roth ira account! The secret is in the type of account you need to start. The self directed account. You will not hear this from your financial planner. This relatively new service is available to anyone who opts to take charge of their own financial future and can do so by starting a self-managed Roth IRA. Any roth account will provide tax shelter and allow for contributions and earnings to be withdrawn at age 59.5 years old. However, only a self-managed account can maximize profits through wealth preservation by eliminating fees charged to traditional investment accounts. Cumulative growth, dividend re-investment and compounding interest can all work to maximum potential for you free of the damaging effect of fees from traditional managed account types. It's an exciting time to be an independent investor. Accelerate your returns by building a passive or active portfolio using my 22 years of experience and foundational approaches that are easy to understand and take little to no experience. Just a little initiative will result in stepping into a whole new world of accelerated profits and financial security for you, and your family. No too accounts are the same. Investment tolerances differ. That makes it even more important for you to pay attention to and learn some of the basic terminology, potentials, account types and use them to align your specific financial plan with your financial future. See what it's like to become an Independent Investor. It may be the most financially liberating move you could ever make in your life!
How Raymond James supports Wealth Managers
 
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Raymond James services and supports entrepreneurial investment managers and investment focused financial planners in the UK, who run growth oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, Inc., we are part of a well-established, profitable and diversified financial services firm.
HOW to BUILD a DIVERSIFIED STOCK PORTFOLIO | CONSERVATIVE
 
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How to build a diversified stock portfolio as a conservative investor at any age will depend on your risk tolerance and amount of investing capital. I discuss the beginning stages of breaking down the key components to picking a diversified portfolio that is right for your age, risk and amount to invest. This is the first installment of a portfolio mastery series where I will be able to provided options for you based on specific factors. This will introduce the program and be one of many series specials talking about investing in your 20's or investing in your golden years! No matter your age or experience this will provide an easy to follow road map and simple set of self help options for a Self Directed Investor to choose is wealth preserving all the capital appreciation in your investment account. Make #money by #investing in and #buying #stocks on the #stock #market. My strategy of #Self #Directed Investing helps new #investors #invest hard earned #retirement #dollars and eliminate the impact of fee based services and tax implication. #Compounding interest calculator and fee comparison tool: http://www.tradingacademy.com/resources/calculators/compare-investment-fees.aspx ----The following equipment was used to produce this video---- Camera: http://amzn.to/2r4PWKX (Hero 4)(Old videos) Camera: http://amzn.to/2sc4Alk (Hero 5)(New videos) Tripod: http://amzn.to/2sceOlG Lighting: http://amzn.to/2rxXE1G Desk: http://amzn.to/2sc0s4K Microphone: http://amzn.to/2sLGTgz Citizen Watch: http://amzn.to/2s5LAny Top 5 Investing Books and Videos: "Becoming Warren Buffet": http://amzn.to/2g616t1 "America 20/20" by Stansberry Res.: http://amzn.to/2fGXWLr "Unshakeable" by Tony Robbins: http://amzn.to/2kihGul "Real Money" by Jim Cramer: http://amzn.to/2xOQzdn "The Intelligent Investor": http://amzn.to/2xbQMdn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. One singular mission: Share with every viewer the best kept secret in the Financial Wold! It's a secret that money managers don't want you to know about. Here it is: You can own/trade individual stocks, #etf's, own #index funds and limited partnerships or bond funds all within your roth ira account! The secret is in the type of account you need to start. The self directed account. You will not hear this from your financial planner. This relatively new service is available to anyone who opts to take charge of their own financial future and can do so by starting a self-managed Roth IRA. Any roth account will provide tax shelter and allow for contributions and earnings to be withdrawn at age 59.5 years old. However, only a self-managed account can maximize profits through wealth preservation by eliminating fees charged to traditional investment accounts. Cumulative growth, dividend re-investment and compounding interest can all work to maximum potential for you free of the damaging effect of fees from traditional managed account types. It's an exciting time to be an independent investor. Accelerate your returns by building a passive or active portfolio using my 22 years of experience and foundational approaches that are easy to understand and take little to no experience. Just a little initiative will result in stepping into a whole new world of accelerated profits and financial security for you, and your family. No too accounts are the same. Investment tolerances differ. That makes it even more important for you to pay attention to and learn some of the basic terminology, potentials, account types and use them to align your specific financial plan with your financial future. See what it's like to become an Independent Investor. It may be the most financially liberating move you could ever make in your life!
Edelweiss - Brokerage Services Ad
 
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Edelweiss, today has emerged as one of India's leading diversified financial services groups. We offer one of the largest range of products and services spanning varied asset classes and diversified consumer segments. Our product offerings are broadly divided into Investment Banking, Brokerage Services, Asset Management and Financing. To know more call Toll Free Number: 1 800 1023335
Views: 32526 Edelweiss Group
'When I Retire' by Diversified Investment Advisors
 
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Diversified Investment Advisors asked Atomic Playpen to create a series of motivational videos to inspire their corporate clients 30 years of age and under to invest in their retirement early.
Views: 259 AtomicPlaypen
Building Australian Diversified Funds
 
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Replay of live webcast by Vanguard on Diversified Funds
Views: 885 Vanguard Australia
Introducing Swell’s Impact 400 | Diversified Impact Investing | Swell
 
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It's finally here! A portfolio of the 400 most impactful companies we could find that all derive revenue from products and services in line with the UN's Sustainable Development Goals (SDGs)! Not only are these companies impactful in what they DO but they also represent diversity in two ways. Each company had to have at least 1 woman or minority on their board or C-suite, and we represented virtually every industry (sorry telecom!). Take a look at our newest portfolio: http://bit.ly/2Art2Em Impact Investing? Here’s what you need to know. Read more here: https://hub.swellinvesting.com/articles/swells-impact-400-building-a-new-portfolio SUBSCRIBE: http://bit.ly/SwellYT Swell is an impact investing platform that aims to deliver profit as well as purpose. We believe that today’s biggest challenges will result in tomorrow’s leading industries. We are focused on building a platform that allows people to invest in a way that’s consistent with their values, and good for the world. We do this by providing our consumers with 6 different portfolio themes: Clean Water, Green Tech, Renewable Energy, Disease Eradication, Healthy Living and Zero Waste. Get Social With Swell Investing: WEBSITE: http://www.swellinvesting.com FACEBOOK: https://www.facebook.com/Swellinvesting TWITTER: https://twitter.com/swellinvesting INSTAGRAM: https://www.instagram.com/swellinvesting/ LINKEDIN: https://www.linkedin.com/company-beta/6389806/ MEDIUM: https://medium.com/@swellinvesting WIKIPEDIA: https://en.wikipedia.org/wiki/Swell_Investing
Views: 3728 Swell Investing
Smith Gruppe Access To Capital   $5M   $100M Diversified Financial Services Equity Play
 
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Investment Banking Advisory Firm looking for Diversified Financial Services Play. Target check size $5M - $100M. EBITDA of company must be between $10M - $50M, and Revenue $10M - $100M. If you are looking at your strategic options, an exit, debt, raise capital, mezzanine or an exit; give us a call.
Views: 10 Access To Capital
HOW I BUILT $250,000 PORTFOLIO on a 45K SINGLE INCOME SALARY
 
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How can you build a portfolio to provide financial security in retirement. I have build my $250,000 portfolio on less than 45K salary with single income. In this video I provide the breakdown of how I did it and the very same portfolio building techniques I've used during my life to ensure my financial future becomes a reality. Make #money by #investing in and #buying #stocks on the #stock #market. My strategy of #Self #Directed Investing helps new #investors #invest hard earned #retirement #dollars and eliminate the impact of fee based services and tax implication. #Compounding interest calculator and fee comparison tool: http://www.tradingacademy.com/resources/calculators/compare-investment-fees.aspx ----The following equipment was used to produce this video---- Camera: http://amzn.to/2r4PWKX (Hero 4)(Old videos) Camera: http://amzn.to/2sc4Alk (Hero 5)(New videos) Tripod: http://amzn.to/2sceOlG Lighting: http://amzn.to/2rxXE1G Desk: http://amzn.to/2sc0s4K Microphone: http://amzn.to/2sLGTgz Citizen Watch: http://amzn.to/2s5LAny Top 5 Investing Books and Videos: "Becoming Warren Buffet": http://amzn.to/2g616t1 "America 20/20" by Stansberry Res.: http://amzn.to/2fGXWLr "Unshakeable" by Tony Robbins: http://amzn.to/2kihGul "Real Money" by Jim Cramer: http://amzn.to/2xOQzdn "The Intelligent Investor": http://amzn.to/2xbQMdn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here. One singular mission: Share with every viewer the best kept secret in the Financial Wold! It's a secret that money managers don't want you to know about. Here it is: You can own/trade individual stocks, #etf's, own #index funds and limited partnerships or bond funds all within your roth ira account! The secret is in the type of account you need to start. The self directed account. You will not hear this from your financial planner. This relatively new service is available to anyone who opts to take charge of their own financial future and can do so by starting a self-managed Roth IRA. Any roth account will provide tax shelter and allow for contributions and earnings to be withdrawn at age 59.5 years old. However, only a self-managed account can maximize profits through wealth preservation by eliminating fees charged to traditional investment accounts. Cumulative growth, dividend re-investment and compounding interest can all work to maximum potential for you free of the damaging effect of fees from traditional managed account types. It's an exciting time to be an independent investor. Accelerate your returns by building a passive or active portfolio using my 22 years of experience and foundational approaches that are easy to understand and take little to no experience. Just a little initiative will result in stepping into a whole new world of accelerated profits and financial security for you, and your family. No too accounts are the same. Investment tolerances differ. That makes it even more important for you to pay attention to and learn some of the basic terminology, potentials, account types and use them to align your specific financial plan with your financial future. See what it's like to become an Independent Investor. It may be the most financially liberating move you could ever make in your life!
Views: 8036 Independent Investor
What Is a Mutual Fund?
 
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(Partial transcript is below) This series, which looks at sometimes complex topics around regulated funds, kicks off with an overview of mutual funds. ------------------------------------------------------------------------------------------------- Morris Mitler, ICI economist: Hi. I’m Morris Mitler, an economist at the Investment Company Institute, and today I’d like to provide a brief overview of mutual funds. Mutual funds are a popular, convenient investment option that have been offered in the US for more than 90 years, helping millions of households to invest and save for their long-term financial goals—including education, housing, and retirement. Some of you may already be familiar with mutual funds because they are offered as an option through a 401(k) plan or an individual retirement account [IRA]. Others of you may be considering investing in mutual funds for the first time and are looking for some additional information. You can think of a mutual fund as a single option that offers access to a diversified pool of investments, such as stocks, bonds, or other financial assets. In exchange for a cash investment, investors receive shares in the mutual fund. These shares allow investors to participate in the financial performance of the fund’s assets. In the US, all mutual funds are registered with the Securities and Exchange Commission and are subject to oversight by the SEC. They offer daily pricing—the fund’s net asset value, or NAV, is set at the end of each trading day. There are strict disclosure requirements for each fund, which ensures transparency. And each mutual fund is overseen by a board of directors, who ensure that the fund is operated in the interests of its investors. One of the reasons that mutual funds continue to be popular investments is because they offer professional money management and a diversified portfolio at a reasonable price. Why does this matter? Well, you can think of the concept of diversification using the old expression, “Don’t put all of your eggs in one basket.” In a diversified portfolio, you hold a mixture of assets—such as stocks, bonds, or even money market instruments. Contrast that with a non-diversified portfolio that is invested in a single asset. Let’s say 100 percent of your portfolio is invested in the stock of a single corporation. This means that the value of your portfolio is entirely dependent on the financial performance of that one company. In a diversified portfolio, risks are spread across other assets such that negative performance in one asset can be offset by positive performance in another. This is how mutual funds can help households diversify their financial holdings. Let’s take a look at some of the mutual funds that are offered in the marketplace today. Broadly speaking, mutual funds can be categorized according to whether they are actively managed or managed in a way that seeks to match a market index. In an actively managed mutual fund, a person called a portfolio manager selects assets according to the fund’s investment mandate. Let’s consider an example of how this might work. If a portfolio manager expects the price of milk to increase, they may then choose to sell the bonds of companies that make ice cream—which buy milk as a component of the product they make—and use the money to invest in bonds of companies that, for example, are tied to the production of dairy farmers. As prices rise, so should the value of those bonds, and the portfolio manager would expect to outperform the market. On the other hand, the portfolio manager of an equity index fund might seek to replicate the performance of the S&P 500 index, which includes large firms operating in sectors across the economy. To do this, she would generally purchase all the equities in the S&P 500 index, or a representative sample of them. The value of the portfolio would rise and fall with the index. Mutual funds also can be categorized by the types of assets they invest in. Some mutual funds invest only in US companies. Other mutual funds invest in foreign companies. Some invest only in the stocks of large, midsize, or small companies. Some invest in different types of bonds, and some even take a “balanced” approach, investing in both stocks and bonds. There’s an approach for just about every type of investor. Approximately 55 million households in the US held mutual funds in 2016. Almost 81 percent of these households held mutual funds in a 401(k) plan or an IRA. In addition, many households hold mutual funds outside of retirement accounts, obtaining them from a variety of sources, including investment professionals, such as a full-service broker or an independent investment adviser; online platforms, such as fund supermarkets; or directly from the funds themselves.... ----------------------------------- For a full transcript, visit https://www.ici.org/pressroom/video/explainer/explain_18_mutual_funds
Views: 357 ICI Video
Investing - How to Construct your Portfolio
 
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Joe Anderson, CFP® and "Big Al" Clopine share strategies for constructing your portfolio in order to increase your overall return. Don't gamble your life savings away. Learn a safer way to invest! If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: http://yourmoneyyourwealth.com http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Coinicor - Bitcoin Mining Platform - Trusted Bitcoin Mining Pool Paying Daily ROI
 
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Register here to: https://coinicor.com/?ref=rm2735 Subscribe here: https://www.youtube.com/channel/UC7tFaAPb9B5ikfP4SklI05A Coinicor Bitcoin Mining Platform - Trusted Bitcoin Mining Pool Paying Daily ROI Would you like to build a diverse investment portfolio? If your answer is yes then you should consider joining an diversified investment group like Coinicor. There is an abundance of online investment platforms available for anyone seeking to earn daily returns on their investment. Coinicor is a unique investment platform with a diversified investment strategy which allows investors to generate income from investment options 24/7. Coinicor offers the following investment services: 1. Forex Trading 2. Digital Exchange 3. P2P Exchange 4. P2P Lending 5. Bitcoin Mining 6. Startups Coinicor’s users always have the option to operate with their funds at their will. Even though experts are doing risk and investment management, users can terminate and withdraw their funds at any time they want with no hidden conditions. Go here to create your free Coinicor investment account and start building your diversified investment portfolio. https://coinicor.com/?ref=rm2735 Thanks for watching this Coinicor video. Related Keywords: free bitcoin mining sites bitcoin cloud mining free bitcoin mining pool bitcoin mining software genesis mining top bitcoin mining sites genesis mining calculator bitcoin auto mining free bitcoin mining pool best payout bitcoin mining pool software bitcoin mining pool chart bitcoin mining free Related Videos: MOVEMENTE BITCOIN CLOUD MINING PLATFORM https://youtu.be/Cs2pnPYu4bk How to get started with Bitcoin mining. - WeUseCoins https://www.weusecoins.com/en/mining-guide/ Learn How To Mine Bitcoins - Bitcoin Mining https://www.bitcoinmining.com/bitcoin-mining-for-beginners-how-to-mine-bitcoins/ Worlds Best And Highest Paying Bitcoin Cloud Mining Site August!!(2018) https://youtu.be/yigF0YEAu4Q 3 BEST BITCOIN MINING SITES https://youtu.be/6tNFhN1A9Nw Bitcoin Mining Pools: How To Generate Bitcoin Using Mining Pools https://youtu.be/glS6NS2KJFc Reference: https://en.wikipedia.org/wiki/Bitcoin_network#Mining https://www.quora.com/search?q=bitcoin+mining https://www.quora.com/search?q=bitcoin+mining+pool
Introduction to Edelweiss Asset Management Ltd
 
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Edelweiss is one of India’s leading financial services conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to Edelweiss. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are our key lines of business. • Credit (Retail, Corporate) • Investment & Advisory (Wealth Management, Asset Management and Capital Markets) • Insurance Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India. At EAML, we want to do things differently which will add value to both our partners and investors. We have two investment platforms catering to varied needs of investors – Mutual Funds and Alternative. Our Mutual Fund product suite encompass the entire risk return spectrum and are designed to offer the best opportunity for investment growth in Indian & global asset classes. We believe in providing simple True To Label products and solutions for investors. We also provide world class knowledge platforms for our partners and investors to keep them updated. Our endeavor is to provide the best digital experience to investors and partners through continuous innovation and cutting edge technology. We are one of the largest players in the Alternative Investment solutions space in India. We have been managing alternative investments for investors since 2009 and offering investment strategies and portfolio management services. We are an exciting place to work with young team with diverse experience. We strongly believe and value team work. We are present across the country in 11 locations with a robust team with rich experience across the Asset Management industry. Click here to know more - https://edelweissmf.com/
Views: 166 Edelweiss Group
Company Paid Life Insurance
 
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In this video Shane and James discuss ExxonMobil company paid life insurance. Diversified Investment Strategies, LLC is an SEC registered investment adviser located in Baton Rouge, Louisiana specializing in working primarily with high net-worth families and individuals transitioning into retirement. To learn more, please visit our website http://www.disria.com, or call toll free (866) 748-0687. The information contained in this video is for general education purposes only. Diversified and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Diversified maintains clients. Diversified may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversified's videos are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Diversified's videos on the Internet should not be construed by any consumer and/or prospective client as Diversified's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Diversified, please contact the SEC or the state securities regulators for those states in which Diversified maintains a notice filing. Diversified Investment Strategies, LLC and associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Diversified Investment Strategies, LLC), or any non-investment related content, made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this production serves as the receipt of, or as a substitute for, personalized investment advice from Diversified Investment Strategies, LLC. To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Diversified Investment Strategies, LLC is neither a law firm nor a certified public accounting firm and no portion of the video content should be construed as legal or accounting advice. A copy of the Diversified Investment Strategies, LLC's current written disclosure statement discussing our advisory services and fees is available for review upon request. No portion of video production content should be interpreted as legal, accounting or tax advice.
Views: 225 Advisor.Investments
Diversified financial services group Britam Holdings has returned to profitability,
 
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Diversified financial services group, Britam Holdings has returned to profitability, announcing a pre-tax profit of Sh4.2 billion in 2016 compared to a loss before tax of 1.2 billion the previous year. During the year, the group’s asset base increased by 8% to Sh83.6 billion, up from Sh77.6 billion in 2015. According to the company, total comprehensive income for the group grew to Sh 784. 7 million compared to a loss of Sh3.2 billion in 2015. The group’s life business registered a sustained growth in 2016, with gross earned premiums growing by 19% to Sh8.8 billion compared to Sh7.4 billion in 2015. Ordinary life premiums increased by 20% while pension contribution increased by 94% driven by sales from the existing network of over 3, 800 financial advisors. Speaking during the release of the group’s full year financial results for 2016, Britam Group Managing Director Dr Benson Wairegi said that the group had unveiled a new strategy that will help propel the company to the next phase of growth. SUBSCRIBE to our YouTube channel for more great videos: https://www.youtube.com/KTNkenya Follow us on Twitter: https://twitter.com/KTNNews Like us on Facebook: https://www.facebook.com/KTNNewsKenya For more great content go to http://www.standardmedia.co.ke/ktnnews and download our apps: http://std.co.ke/apps/#android KTN News is a leading 24-hour TV channel in Eastern Africa with its headquarters located along Mombasa Road, at Standard Group Centre. This is the most authoritative news channel in Kenya and beyond.
Views: 91 KTN News Kenya
How to Build an Investment Portfolio
 
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In the third video of Morningstar's five part Guide to Investing we explain how to get started on your investing journey and build your investment portfolio. http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
Views: 10432 Morningstar UK
What’s a Mutual Fund? – Investing Basics | Fidelity
 
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What’s a mutual fund, and is it really like sushi? In this video for investing novices, you’ll find out how similar the two products really are. Find more articles about investing and personal finance at https://fidelity.com/mymoney To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments _________________________________________________ A mutual fund is like eating sushi. Okay, it’s like eating a certain kind of sushi. Imagine that you just walked into a sushi restaurant. First of all, the chefs and servers yell at you, “Irra-shai-mase!” But you don’t find that the least bit confusing or frightening, because you’ve been around and you know it just means, “Welcome to our restaurant.” So you belly up to the sushi bar, and you order the omakase, and you sit back and wait for the deliciousness to begin. “Omakase” means “entrust,” which in your new favorite sushi bar loosely translates to “chef’s choice.” You’re entrusting the sushi chef to create a special multi-course menu for you with samples of a large array of foods, and usually the best and freshest fish in the house that night. Now, when lots of regulars at your favorite sushi bar order this way, the chef can buy lots of different ingredients and give the customers much more variety than they would get if they just ordered piecemeal off the menu. That’s sort of how mutual funds work. When you have a modest amount of money to invest, you might only be able to afford a few shares of individual stocks. With a mutual fund, lots of people put a modest amount of money in, creating a large amount of money that can invest in many things. Then each investor gets to enjoy the benefit potential of participating in a large colorful platter of diversified investments. The portfolio manager is the sushi chef. The mutual fund: the omakase. The portfolio manager selects the mix of investments and uses the money through all the investors that bought into this fund to buy the various diverse investments he chooses. The investors can then potentially make money if they sell the shares of their mutual fund for more than they paid for them. Oh, and just like each sushi chef has their own style and approach to cuisine, each portfolio manager has their own style and approach to investing. So, you’ll want to research the fund and the manager before you pick the mutual fund, to make sure that you choose one that’s in line with your investing palette. After all, omakase of octopus and sea urchin probably isn’t for everyone. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 691326.3.0
Views: 71956 Fidelity Investments
Net Unrealized Appreciation  Low Cost Basis Stock
 
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In this video Shane and James give insight into Net Unrealized Appreciation including a brief definition of NUA, a savings plan overview, and a hypothetical scenario of the tax benefit. Diversified Investment Strategies, LLC is an SEC registered investment adviser located in Baton Rouge, Louisiana specializing in working primarily with high net-worth families and individuals transitioning into retirement. To learn more, please visit our website http://www.disria.com, or call toll free (866) 748-0687. The information contained in this video is for general education purposes only. Diversified and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Diversified maintains clients. Diversified may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversified's videos are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Diversified's videos on the Internet should not be construed by any consumer and/or prospective client as Diversified's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Diversified, please contact the SEC or the state securities regulators for those states in which Diversified maintains a notice filing. Diversified Investment Strategies, LLC and associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Diversified Investment Strategies, LLC), or any non-investment related content, made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this production serves as the receipt of, or as a substitute for, personalized investment advice from Diversified Investment Strategies, LLC. To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Diversified Investment Strategies, LLC is neither a law firm nor a certified public accounting firm and no portion of the video content should be construed as legal or accounting advice. A copy of the Diversified Investment Strategies, LLC's current written disclosure statement discussing our advisory services and fees is available for review upon request. No portion of video production content should be interpreted as legal, accounting or tax advice.
Views: 2045 Advisor.Investments
David Dierking Interview with The Lazy Trader
 
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For more information, visit: https://thelazytrader.com We are joined from the States by David Dierking who is an expert on all-things-ETFs! David has been in the investment services industry since the mid-1990s, and has since become a prolific writer on the subject investment strategies using specifically ETFs and mutual funds. He regularly contributes to Seeking Alpha, ETFdb.com, ETF Trends and ETF Daily News and is a firm believer that investors don't need to pay ridiculous fees to brokers in order to receive unbiased investment advice. Him aim: to educate investors on the benefits of developing low-cost, broadly diversified investment strategies.
Views: 74 The Lazy Trader
What is index fund investing?
 
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How does index fund investing differ from investing in an actively managed fund? Walter Lenhard of Vanguard Equity Investment Group explains that in general indexing offers a low cost, diversified way to gain exposure to the markets. **For more information about Vanguard funds, including at-cost services, visit vanguard.com or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.** All investing is subject to risk, including possible loss of principal. Past performance is no guarantee of future returns. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. © 2014 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Views: 16076 Vanguard
Choosing the asset allocation for your retirement savings
 
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10/18/2017 Webcast: Retirement planning An appropriate asset allocation is crucial to your investment success. Here’s how to determine what percentages to hold in stocks, bonds, and cash. Important information For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing. All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor. © 2017 The Vanguard Group, Inc. All rights reserved.
Views: 4017 Vanguard
What Is A Diversified Portfolio?
 
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In this video, financial advisor and Chief Investment Officer at CFG Asset Management, Matt Forestor discusses 'What Is A Diversified Portfolio?' For more information or to connect with Matt, you can access his profile on GuideVine.com, http://www.guidevine.com/financial-advisors/philadelphia/matthew-forester/545d13b69283a46a62000003 No content published here constitutes a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. This video is for informational purposes only and are not a substitute for personalized advice. Consult your advisor about what is best for you. GuideVine is not a registered investment adviser or broker-dealer and does not offer investment advice. Diversification is sometimes a misunderstood topic. I've had people come to me with lists of text docs and say, "How do you like my diversified portfolio?" You say, "Well, that's not really diversified portfolio in the true nature of what we think of as diversification when we construct portfolios." We like to think of diversification in a much more broader sense. We would like to have bonds and stocks, and not just bonds and stocks, but bonds and stocks of different areas around the world. That may also include currencies or commodities. There's lots of different ways to expand the set of diversification, not only among US securities, but also securities around the world. For example, even among equities, you might think about diversification as a way to get away from companies that would only be exposed to one industry group, or one sector group, say financials, utilities, or industrial stocks. That way your portfolio is most defended from any adverse events, or events you're not expecting inside of your portfolio, and has a shock absorber built into it. Some people say that diversification may be the only free lunch that you get in financial market portfolio construction. We would tend to agree with that.
Views: 92 GuideVine
What are the advantages of Vanguard Personal Advisor Services®?
 
02:05
1/10/2019 Webcast: Vanguard CEO Tim Buckley and CIO Greg Davis look ahead to 2019 Vanguard Personal Advisor Services® combines the benefits of having a Certified Financial Planner™ professional in your corner with the cost efficiencies of using leading-edge technology for the technical aspects of portfolio management, as CEO Tim Buckley explains here. An advisor is your investing partner for the long term; someone who'll get to know your priorities, answer your questions, strategize about college savings or retirement planning—and who can coach you through periods of market turbulence, life changes, or whatever else may come along. IMPORTANT INFORMATION Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. Tax-loss harvesting involves certain risks, including, among others, the risk that the new investment could perform worse than the original investment, and that transaction costs could offset the tax benefit. There may also be unintended tax implications. We recommend that you consult a tax advisor before taking action. This webcast is for educational purposes only and does not take into consideration your specific circumstances or other factors that may be important in making investment decisions. We recommend that you consult a tax or financial advisor about your individual situation. Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company. © 2019 The Vanguard Group, Inc. All rights reserved.
Views: 3379 Vanguard
Tokyo Financial Services ☎ +81 (0)3 3507 5681
 
01:06
Financial Services for Expat & Foreign Residents in Japan ☎ 03 3507 5681 ★ FREE eBook download below ★ Discover the best Investment Strategies that portfolio managers are using to capture Higher Yield, Compound Returns, Defer Tax, whilst Managing Risk to Grow Income Producing Assets. Expat in Japan ? Looking for best financial advice ? A best financial advisor with a process that puts all the pieces of the puzzle together, so that you’ll have the complete picture. Call today, and Eliminate the Worry of Running Out of Money in Retirement. Top financial advisor in Tokyo servicing expat foreign resident professionals and business owners looking to secure best financial planning in Tokyo, Yokohama, Kyoto, Osaka, Japan, Seoul Korea and surrounding areas, with best offshore tax free growth investment advice. If you haven't started retirement planning yet, now is the time to start. Tokyo Office Direct: ☎ +81 (0)3 3507 5681 ☎ Email: [email protected] Schedule a 1-on-1 consultation: https://go.oncehub.com/AdrianRowles Offshore investments portfolio strategies offering tax free growth in secure tax friendly jurisdictions. Exclusive solutions designed for expats (expatriates) foreign residents and international professionals in Japan Fixed income producing properties from global real estate with international mortgage finance available for buy to let investment property. UK pension transfers into SIPP and international retirement accounts (IRAs) available for American individuals and non resident US taxpayers. ★★ FREE eBook download resources ★★ https://rowles.lpages.co/10-steps-to-better-retirement-fb1/ http://arfinancialadvisor.com/rule-of-100-box Best Financial Advisor and Retirement Planning for Expats and Foreign Residents Call today, and Eliminate the Worry of Running Out of Money in Retirement. Tokyo Office Direct: ☎ +81 (0)3 3507 5681 ☎ Email: [email protected] Schedule a complimentary portfolio strategy review: https://go.oncehub.com/AdrianRowles Top financial strategies and wealth management Diversified Portfolio Multi Asset Funds US retirement plans UK Pension Transfer SIPP UK regular savings account investment strategies foreign exchange real estate investing rental income Mortgage finance and remortgage fixed income investing equity fund investments Hedge fund manager and more.., Call today, and Eliminate the Worry of Running Out of Money in Retirement. Tokyo Office Direct: ☎ +81 (0)3 3507 5681 ☎ Email: [email protected] Schedule a complimentary portfolio strategy review: https://go.oncehub.com/AdrianRowles
Best Diversified Equity Mutual Fund of Motilal Oswal Most Focused Multicap 35-Hindi
 
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The investment objective of the scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market capitalization levels. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. Type of Scheme : An open ended diversified equity scheme Benchmark : Nifty 500 Index Fund Manager : Mr. Gautam Sinha Roy (For Equity Component) Mr. Swapnil Mayekar (For Foreign Securities) Mr. Abhiroop Mukherjee (For Debt Component) Co-Fund Manager : Mr Siddharth Bothra (For Equity Component) Minimum Application Amount : Rs. 5,000/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower. Additional Application Amount : Rs. 1,000/- and in multiples of Re. 1/- thereafter. Systematic Investment Plan (SIP) : Minimum installment amount - Rs. 1,000/-(weekly/fortnightly/monthly), Rs. 2,000/- (quarterly) and Rs. 5,000/- (annually) and in multiples of Re. 1/-thereafter with minimum of 6 installments for weekly /fortnightly/monthlyfrequency and minimum 3 installments for quarterly frequency. The dates forAuto Debit Facility shall be on the 1st, 7th, 14th, 21st or 28th of everymonth. Minimum Redemption Amount : Rs. 1,000/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower. Allocations : Stock allocations of Motilal Oswal MOSt Focused Multicap 35 Fund: Minimum 65%: Equity and equity related instruments. Maximum 35%: Debt/ Money Market Instruments. The fund may invest in foreign securities upto 10% of total net assets. Number of Stocks : Motilal Oswal MOSt Focused Multicap 35 Fund shall consist maximum of 35 stocks To know more About this Fund..... http://www.motilaloswalmf.com/ http://www.moneycontrol.com/mutual-funds/nav/motilal-oswal-most-focused-multicap-35-fund-regular-plan/MMO029 https://www.valueresearchonline.com/funds/newsnapshot.asp?schemecode=26123&&utm_medium=vro.in http://economictimes.indiatimes.com/motilal-oswal-most-focused-multicap-35-fund--regular-plan/mffactsheet/schemeid-26123.cms Thanks For Watching ***************Harry Da Mnatra********** *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Views: 6331 Harry Da Mantra
5 Mistakes Investors Make with ETFs | Fidelity
 
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In this video, learn about the five biggest mistakes that investors make when buying ETFs, or exchange-traded funds. To learn the basics about ETFs, visit https://www.fidelity.com/learning-center/investment-products/etf/overview. To get started investing with ETFs, visit https://www.fidelity.com/etfs/overview To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments --------------------------------------------------------------------------------------------- Let’s talk about the five biggest mistakes investors can make when buying exchange-traded funds. ETFs can be good tools for investors - when used appropriately. But with any investment, there are always things to watch out for. Number 1: Buying the Hot New Thing More than 100 new ETF products launch each year, many of them chasing the latest hot trend. Cloud computing, driverless cars, 3-D printing … you name it, there’s an ETF for that. Buying into the latest hot theme might make you big returns, but take care: These product launches may come after there has been a run up in the market. Buying at the top can be painful on the way down. Number 2: Buying Something You Don’t Understand The only thing worse than chasing the hottest trend is buying something you don’t understand. ETFs have taken institutional strategies and made them push-button-easy for everyday investors to access. Want access to commodity futures? There’s an ETF for that. 300% leverage? 200% short? Interest-rate carry plays? Yes to all. But just because you can buy something easily doesn’t mean you should. All of these funds may be good tools, but only if you know how to use them correctly. Number 3: Thinking All ETFs Are Created Equal Consider China. At the start of 2014, there were more than a dozen broad-based China ETFs. For example, had you chosen PGJ, the PowerShares Golden Dragon China ETF, at the start of the year, you would have lost more than 7% of your money. Had you instead chosen ASHR, the Deutsche Xtrackers Harvest CSI 300 China A-Shares ETF, you would have earned a 51% return. Both are “China ETFs.” Both can provide big, diversified portfolios. But ASHR has significant exposure to Chinese Ashares—largely consumer-focused stocks listed and traded on the domestic Chinese market— which performed spectacularly well in 2014. Don’t assume all ETFs are created equal. Just because two ETFs cover the same market doesn’t mean they provide the same exposure or returns. There’s no guarantee which fund will perform better in the future. But if you wanted to invest last year in the growth of the Chinese consumer and the domestic investor base there, a little bit of research would have gone a long way. Number 4: Trading…Just Because You Can Trading is central to ETFs. It’s right there in the name. But just because you can trade an ETF intraday doesn’t mean you should. Emotions are often an investor’s worst enemy. You zig when you should zag; you sell at the bottom and buy at the top. We all do sometimes. The trouble is ETFs make that even easier than traditional mutual funds. ETFs’ intraday liquidity can be great when you need to get into or out of the market quickly. But those situations are rare. Number 5: Only Using Market Orders When you do invest, consider using a limit order versus a market order. Market orders are instructions to buy or sell securities at the best possible price right now. That can work well for the most liquid ETFs, but as you move beyond the top dozen ETFs, you can find yourself getting trades executed at prices you don’t really want. Using a limit order means you agree to buy an ETF at a certain price or below, and sell it at a certain price or above. A limit order puts the control back in your hands and can help you set the price on your terms. Learn from these common mistakes to help avoid making them yourself. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723254.2.0
Views: 214928 Fidelity Investments
HIGH QUALITY  STOCKS LIST TO INVEST FOR LONG TERM || POWER -UP PORTFOLIO
 
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High Quality Stocks List to Invest in 2018. Create Best Diversified Portfolio with Risk adjusted High Return. Open Zero Brokerage Account in Zerodha : https://zerodha.com/open-account?c=ZN5483 -------------------------------------------------------------------------------------------- Get the Best Deal Here: 1.Learn to Earn (Link: http://amzn.to/2p03u8T) 2.The Intelligent Investor (Link: http://amzn.to/2FwSp5G) 3.Common Stocks and Uncommon Profits (Link : http://amzn.to/2p1G8A5) 4.How to Make Money in Stocks (Link: http://amzn.to/2tzo9ph) 5.Rich Dad Poor Dad (Link :http://amzn.to/2GgggaP) Check Risk Profile : http://www.moneycontrol.com/personal-finance/tools/risk-assessment-tools.html ------------------------------------------------------------------------------------------------------------------------ Tags: high quality stocks india, long term investment ideas, penny stocks for 2018 india, stock market crash 2018,best stock trading account india,top 5 books for stock market investing ,high quality stocks india,best portfolio management services in india, how to make money in stock market with little money,mutual fund sip india,money making ideas from home for free, multibagger stocks for 2018 india, best YouTube videos for learning, nyse stocks to buy 2018,financial planning india online,best return on investment in india, best roi in india,financial advisor course in india ,bse best stock to buy ,fundamentally strong stocks which are undervalued, the first purge movie official trailer, most undervalued stocks india 2018 -------------------------------------------------------------------------------------------------------------------- Like || Share || subscribe Find us on: www.investorcorner.in Join us on our FB page for daily stock calls: https://www.facebook.com/InvestorCornerIndia Follow on Insta: https://www.instagram.com/kevaljethi/ Disclaimer : Please take advice of your financial advisor before any investment.
Views: 16548 Investment_ Mantra
Do you have a diversified plan?
 
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Call Graeme Woods, ChFC 570-661-1066; visit http://www.gswwealth.com • Is your plan well diversified? Not your investment plan, not your employer sponsored retirement plan. • These things are important, and they need to be well diversified; but I’m, talking about your comprehensive financial plan. • Does your advisor help you to manage risks in all aspects of your financial plan? A lot of them tend to focus on investments. • Investment Diversification is a risk management technique that mixes different types of investments within a portfolio. The idea behind it, is that when a portfolio is constructed of different kinds of investments, From different industries, Different asset classes, using investments that relate to each other with different degrees of inter-dependence or “correlation”; It will, yield higher returns for a given level of risk than any individual investment found within the portfolio. • Now, putting together a diversified portfolio is a little more complicated than that description. It involves a lot of mathematics and market research to confidently estimate any given portfolio’s level of risk and return characteristics. • We’re not talking about that here. What We are talking about is using diversified strategies in your comprehensive financial plan. From debt management to retirement income planning. • Investment diversification alone won’t remove your risk of losses throughout your plan. When it comes to planning for your major life events such as: • Buying a home, • the birth of a new child; • or planning for major life goals such as • maintaining independence in case of the need for long – term care services; • or protecting your family from loss of income due to the injury or death of the primary income earner. • Setting up an emergency fund. • It is important for your advisor to look at your entire financial plan and help ensure you manage the risks throughout – investment risks like having a concentrated portfolio, and non-market risks like a high debt to income ratio o You should use a diversified set of strategies to help you achieve your goals. • So is your financial plan well diversified? • If you need help answering that question, you can ask me. • Again, I’m Graeme Woods. I’m a Chartered Financial consultant and investment adviser representative at G.S. Woods Financial Solutions LLC G.S. Woods Wealth Management, a registered investment adviser
Views: 33 Graeme Woods
Diversified Portfolio Investment & Asset Management   SBI Fund Guru
 
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SBI Mutual Fund presents Fund Guru, a wealth coach for all your investments. Watch this video to understand the concept of Diversification and asset management. And the ways in which you can do that, directly from the expert.
Robo-Advisors: A Better Way to Invest
 
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Learn more about building a diversified investment portfolio—and how a robo-advisor can help. Subscribe to our channel: https://www.youtube.com/charlesschwab Click here for more insights: http://www.schwab.com/insights/ (1018-89B7)
Views: 5112 Charles Schwab
Benefits of Mutual Funds | Advantages of Mutual Funds | SBI Mutual Fund
 
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What are the benefits of mutual funds? Mutual fund investment help you to grow your money and reach different financial goals. The earlier you begin planning, the greater your potential return on investment. Invest in mutual funds today - https://www.sbimf.com/en-us/investment-solutions. Below are the benefits of mutual funds: • Advantage of a Mutual Fund investment is that you can simply invest a fixed amount of money every month and achieve your desired savings. This can be achieved by planning your SIPs regularly • Make investments on a monthly, quarterly or semi-annual basis, which increases the chances of buying units when prices are low • It is also always advisable to chart out your long-term investment goals • Systematic Investment Plans work best for long-term investments as they benefit the investor to gain good returns over a period. Use SIP calculator to plan your investments - https://www.sbimf.com/en-us/financial-planning-calculators/systematic-investment-planner • Mutual funds can be considered as a basket of investments. Each basket holds dozens or hundreds of security types, such as stocks or bonds. Therefore, when an investor buys a mutual fund, they are buying a basket of investment securities. • This limits investment risk by reducing the effect of a possible decline in the value of any one security • Another benefit of mutual fund is that you can manage your risk with diversified portfolio as it holds a variety of investments, which can make it easier for investors to diversify than through ownership of individual stocks or bonds • In addition, fund managers manage mutual fund because in many cases investors do not have the required expertise or correct information about certain mutual fund schemes or that extra time to spend on investments. • Furthermore, traditional investing instruments come with long lock-in periods, which makes it hard for you to get your money out, in times of emergencies. On the other hand, Mutual fund investments broadly come with less, if not no, lock-in periods and this is one of the important points to consider when investing in mutual funds. To know more about the benefits & advantages of mutual funds, visit https://fundguru.sbimf.com/tips-and-articles/investing-in-stock-versus-equity-mutual-funds Connect with us: Facebook: https://www.facebook.com/SBIMF Twitter: https://twitter.com/SBIMF LinkedIn: https://www.linkedin.com/company/sbi-mutual-fund YouTube: https://www.youtube.com/user/sbimutualfund Instagram: https://www.instagram.com/sbimutualfund Slide Share: http://www.slideshare.net/SBIMutualFund
Views: 74624 SBI Mutual Fund
What are the 3-4 schemes best diversified funds? | On The Law of Money
 
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Motilal Oswal's Most Focused Multi Cap 35, Kotak Select Focus, Mirae India Opportunities Fund are financial planner Surya Bhatia​'s picks!
Views: 5850 The Money Mile